+6.0%
CMCSA vs APO
+936.6%
-930.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.3% | +4.7% | +3.0% |
| 7D | -5.6% | -4.9% | -0.7% | -4.3% |
| 30D | -1.9% | -8.4% | +6.6% | +0.4% |
| 3M | +6.4% | -2.1% | +8.5% | +6.6% |
| 6M | -16.9% | +19.2% | -36.2% | -21.5% |
| YTD | -6.8% | -10.5% | +3.7% | -5.4% |
| 1Y | -15.9% | -2.7% | -13.2% | -16.9% |
| 3Y | -33.4% | +52.5% | -85.9% | -44.1% |
| 5Y | -46.7% | +132.1% | -178.8% | -62.0% |
| All | +6.0% | +936.6% | -930.6% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling